ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 115 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,192 | -1.1% | 5,840 | +0.1% | 0.05% | -5.9% |
| Q1 2023 | $202,385 | +0.3% | 5,836 | +0.1% | 0.05% | -7.3% |
| Q4 2022 | $201,686 | -6.6% | 5,829 | +0.3% | 0.06% | -17.9% |
| Q1 2022 | $216,000 | -4.8% | 5,812 | +0.1% | 0.07% | -2.9% |
| Q4 2021 | $227,000 | +5.6% | 5,808 | +0.1% | 0.07% | -5.5% |
| Q3 2021 | $215,000 | -2.7% | 5,800 | 0.0% | 0.07% | -6.4% |
| Q2 2021 | $221,000 | -9.1% | 5,800 | -11.9% | 0.08% | -19.6% |
| Q1 2021 | $243,000 | -11.0% | 6,586 | -18.1% | 0.10% | -19.8% |
| Q4 2020 | $273,000 | +8.3% | 8,042 | -6.8% | 0.12% | -9.0% |
| Q3 2020 | $252,000 | +4.6% | 8,629 | +3.8% | 0.13% | -0.7% |
| Q2 2020 | $241,000 | – | 8,310 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH MANAGEMENT RESOURCES, INC. | 203,359 | $7,949,000 | 5.12% |
| Wade Financial Advisory, Inc | 98,271 | $3,841,000 | 2.00% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 56,170 | $2,196,000 | 1.98% |
| Burns Matteson Capital Management, LLC | 45,150 | $1,764,910 | 1.20% |
| Brickley Wealth Management | 137,232 | $5,364,000 | 1.14% |
| Empirical Asset Management, LLC | 27,735 | $1,084,000 | 1.05% |
| Professional Financial Advisors, LLC | 53,749 | $2,101,000 | 0.91% |
| High Net Worth Advisory Group LLC | 60,905 | $2,381,000 | 0.83% |
| Cornerstone Wealth Management, LLC | 198,188 | $7,749,000 | 0.74% |
| Atlas Private Wealth Management, LLC | 33,731 | $1,319,000 | 0.74% |